Senior Tax Associate
Moneco Advisors•Glastonbury, CT
•Onsite
About The Position
The Senior Tax Associate is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. This role sits within Moneco’s tax preparation and planning practice, embedded inside a Registered Investment Advisory firm — which means you’ll work at the intersection of tax compliance and holistic financial planning, with real opportunities to grow into a supervisory role.
Requirements
- Minimum 5 years’ experience in the preparation and review of federal and state tax returns.
- Tax planning and wealth management coordination experience.
- Experience in client-facing roles with strong communication and interpersonal skills.
- Proficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.
- Ability to thrive in a fast-paced, deadline-oriented environment.
Nice To Haves
- CPA or EA designation highly preferred.
- RIA industry experience preferred.
- Supervisory experience a plus, with a desire to grow into a leadership role.
Responsibilities
- Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.
- Calculate and prepare personal and business estimated federal and state tax payments.
- Interpret, investigate, and respond to correspondence from the IRS and other taxing agencies.
- Develop tax and financial strategies and implement them in coordination with the wealth management team.
- Partner with advisors to deliver integrated planning solutions that optimize clients’ overall financial picture.
- Stay current with evolving tax law and proactively communicate relevant changes to clients and colleagues.
- Communicate directly with clients and staff to ensure timely, accurate delivery of financial statements and tax documents.
- Maintain a client-first focus, delivering results with professionalism and care throughout the engagement lifecycle.
- Maintain a strong commitment to continuing education and professional growth.
- Contribute to a collaborative team environment, with interest in growing into a managerial or supervisory capacity over time.
Benefits
- Competitive benefits package
- Performance-based bonus potential
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
